Plan Ledger DOL Form 5500 · updated monthly

Atlas Healthcare Partners, LLC401(k)

ATLAS HEALTHCARE PARTNERS 401(K) PLAN · PHOENIX, AZ · plan year 2024

Reported admin expense ratio · 2024
0.79%

Peer grade: C · admin costs + employer contributions vs same-size plans · how grading works

Atlas Healthcare Partners, LLC reported $182,565 in plan administrative expenses for 2024: 0.79% of average plan assets, higher than ~90% of peers. Employer contributions averaged $2,015 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio fell from 1.00% to 0.79%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 305th-largest of 1,285 plans among Arizona employers on file, and the 3,027th of 11,911 in health care & social assistance. In 2024, employees put in $2.48 for every $1.00 the employer contributed; active participation has grown from 795 to 894 since 2022.

Plan summary
Net assets, end of year$26,611,837
Participants with balances1,173
Active participants894
Employer contributions$1,801,266
Employee contributions$4,467,026
Employer contribution per active participant$2,015
Average account balance$22,687
Benefits paid to participants$3,749,917
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$26.6M · 1,173 accts · $1.8M emplr
2023$19.9M · 1,082 accts · $1.8M emplr
2022$14.7M · 985 accts · $1.6M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$126,335
Investment management$56,230
Total administrative$182,565
The Atlas Healthcare Partners, LLC 401(k) match · 2024
Employer contribution per active participant$2,015
Median for plans this size$2,416
2024$2,015 per active participant
2023$1,961 per active participant
2022$2,001 per active participant

Atlas Healthcare Partners, LLC's 2024 employer contribution ran below the $2,416 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
CREATIVE PLANNING LLC · Investment advisory (plan)$56,230

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$182,565 · 0.79%
2023$170,967 · 0.99%
2022$132,185 · 1.00%
Same employer
Similar plansHealth Care & Social Assistance · Arizona
Terros, Inc. AZ$25.8M · 0.67%
Donor Network of Arizona AZ$25.6M · 0.60%

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Source: U.S. Department of Labor, Form 5500 series, EIN 823431080 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.